OGMYX Mutual Fund

NAV$62.57
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Returns Overview

1 Month
-14.56%
3 Months
-16.24%
6 Months
-10.41%
YTD
-10.50%
1 Year
+42.97%
3 Years (annualized)
+33.62%
5 Years (annualized)
+15.70%
10 Years (annualized)
+12.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would OGMYX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI ex USA Index (Net)
This Mutual Fund (YTD)
-10.50%
Peer Avg (YTD)
-2.18%
vs Peers
-8.31%

OGMYX Mutual Fund Performance

OGMYX performance across multiple time periods: 1-month -14.56%, YTD -10.50%, 1-year 42.97%, 3-year 33.62%, 5-year 15.70%, 10-year 12.54%.

OGMYX returns trail the peer average of -2.18% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

OGMYX performance comparison shows side-by-side returns with another fund. OGMYX alternatives are available in the Mutual Fund Screener.